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| Morningstar Return Rating: | Below average | | Year to Date Return: | 26.94% | | 5-Year Average Return: | -13.05% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2006): | 16.31% | |
Worst 1-Yr Total Return (2008): | -60.26% | |
Best 3-Yr Total Return (2004-6): | 9.88% | |
Worst 3-Yr Total Return (2006-8): | -29.11% |
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| 1-Year: | -27.09% | | 3-Year: | -26.76% | | 5-Year: | -13.64% | | 10-Year: | -3.72% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IFSAX | Category | Diff | Index* | Diff | | Year To Date | 26.94 | 24.03 | 2.91 | 24.07 | 2.87 | | 1-Month | 5.21 | 3.09 | 2.12 | 6.00 | -0.79 | | 3-Month | 0.66 | 0.88 | -0.22 | 7.91 | -7.25 | | 1-Year | 23.14 | 25.06 | -1.92 | 25.39 | -2.25 | | 3-Year | -25.94 | -14.98 | -10.96 | -5.79 | -20.15 | | 5-Year | -13.05 | -5.72 | -7.33 | 0.71 | -13.76 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 104.00 | 76.37 | 27.63 | 45.76 | 58.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -31.02 | -13.82 | -17.2 | -18.25 | -12.77 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IFSAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -60.26 | -43.91 | -16.35 | | 2007 | | | -22.92 | -11.64 | -11.28 | | 2006 | | | 16.31 | 16.90 | -0.59 | | 2005 | | | 5.22 | 6.74 | -1.52 | | 2004 | | | 8.42 | 14.02 | -5.60 | | 2003 | | | 29.57 | 33.56 | -3.99 | | 2002 | | | N/A | -10.28 | N/A | | 2001 | | | N/A | -2.05 | N/A | | 2000 | | | N/A | 27.74 | N/A | | 1999 | | | N/A | -1.79 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IFSAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -26.28 | 37.67 | 24.59 | N/A | | 2008 | -14.24 | -20.80 | -4.10 | -38.99 | | 2007 | -3.12 | 3.44 | -6.34 | -17.88 | | 2006 | 3.14 | -1.81 | 7.00 | 7.33 | | 2005 | -6.73 | 3.79 | -0.50 | 9.23 | | 2004 | 4.86 | -3.18 | -0.44 | 7.25 | | 2003 | -4.84 | 16.70 | 4.23 | 11.94 | | 2002 | N/A | -7.48 | -15.74 | 4.66 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 51 | 129 | 39.53 | | 1-Month | 34 | 129 | 26.36 | | 3-Month | 24 | 129 | 18.60 | | 6-Month | 14 | 129 | 10.85 | | 1-Year | 38 | 122 | 31.15 | | 3-Year | 79 | 107 | 73.83 | | 5-Year | 71 | 101 | 70.30 |
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0.26% Nasdaq 
0.05 (0.65%) 
Performance
